Client Relationship Manager

The Retirement Advantage, Inc. (TRA); United States; On-site; USD 70,000 - 90,000; Full time

Job summary

The Retirement Advantage, Inc. (TRA) is seeking a Client Relationship Manager in the United States to oversee a segment of qualified retirement plans. Responsibilities include promoting client retention, communicating with plan sponsors, and providing expert consultative advice. Candidates should have at least 5 years of retirement industry experience and excellent customer service skills. The role emphasizes education and problem resolution for plan sponsors, showcasing TRA's commitment to exceptional service and community reputation.

Qualifications

• Minimum 5+ years of experience in the retirement industry.
• College degree preferred.
• Must have strong customer service and communication skills.

Responsibilities

• Serve as primary Client Relationship Manager for qualified retirement plans.
• Promote client retention and identify opportunities through customer service.
• Consult with plan sponsors regarding plan design issues and recommend improvements.
• Conduct plan reviews to educate the plan sponsor.
• Engage in proactive outreach campaigns.

Skills

Exceptional customer service skills

Strong organizational skills

Problem-solving skills

Strong communication skills

Knowledge of qualified retirement plan regulations

Ability to track multiple tasks

Education

College degree preferred

5+ years of retirement industry experience

ASPPA QKA or ERPA designation preferred

Tools

Microsoft Office Suite

Job description

Description

Serve as the primary Client Relationship Manager for a segment of qualified retirement plans. Partner with other TRA departments and external plan advisors to satisfy the needs of our plan sponsors with the primary goal of building lasting, value driven, client relationships by providing an exceptional customer service experience.

Responsibilities

• Promote client retention and identify opportunities to build existing relationships through exceptional customer service.
• Proactively communicate with plan sponsors and/or plan advisors to discuss annual compliance requirements, including all testing and government reporting. Educate on action items and provide solutions when operational failures occur.
• Consult with plan sponsors and advisors regarding plan design issues. Interpret and explain plan provisions in a manner that is clear to the plan sponsor and advisor, recommend alternative plan design provisions to accomplish the plan sponsor’s goals, and ensure the plan sponsor is notified of final resolutions in a timely manner.
• Reinforce TRA’s value for cost by providing one‑call problem resolution through expert consultative advice.
• Manage dashboards and worktrays to ensure the desired TRA customer service experience is continuously portrayed.
• Actively engage in strategized proactive outbound calling campaigns.
• Conduct plan reviews to reinforce our commitment to educating the plan sponsor toward a better understanding of their plan.
• Coordinate research for uncommon or complex administrative or consultative topics and deliver findings to plan sponsors.
• Maintain awareness of laws, regulations, internal policies and procedures for this position.
• Offer recommendations for improvement in processes and procedures.
• Serve as Subject Matter Advisor (SMA) and Plan Provider Advisor (PPA).
• Be an outstanding TRA corporate citizen, dedicated to maintaining TRA’s reputation at all times in the communities we touch.
• Perform other job‑related duties and special projects as assigned.

Qualifications

• College degree preferred.
• Minimum of 5+ years of retirement industry experience.
• Exceptional customer service skills.
• Strong organizational and problem‑solving skills, with the ability to track multiple tasks and issues, set goals, and prioritize tasks in a fast‑paced environment.
• Strong communication skills, both written and verbal.
• In‑depth knowledge of qualified retirement plan/regulatory requirements (IRS, DOL, ERISA, etc.).
• Must be mature and dependable.
• Strong knowledge of PC applications, primarily the Microsoft Office Suite.
• Must be able to work both independently and with direction.
• ASPPA QKA or ERPA designation or approved equivalent preferred.